EMPCENTER COURSE CATALOG WorkForce Academy and WorkForce Academy On Demand The key to using any software is proper training. First-class training, coupled with a commitment to the implementation, makes the transition to the new system easier. WorkForce Academy training courses contain the information needed to quickly and efficiently deploy EmpCenter. By WorkForce Software for [Type the company name] [Select the date] EmpCenter [Type the EmpCenter version number] 38705 Seven Mile Road Livonia, MI 48152 877.493.6723 workforcesoftware.com
LEGAL NOTICES Copyright 2016 WorkForce Software, LLC. All Rights Reserved. WorkForce Software 38705 Seven Mile Road Livonia, MI 48152 www.workforcesoftware.com info@workforcesoftware.com 1-877-4-WFORCE 1-877-493-6723 Copyright and trade secret laws protect the information in this manual. Access to this material is provided only under license or as part of an evaluation of the WorkForce Software solution specifically authorized by WorkForce Software. In no other case are you permitted access to this information. Nor are you permitted to disclose this information to any third party. If you have been provided this manual under any other circumstances, you must contact WorkForce Software at 877 4-WFORCE (877-493-6723) to arrange to have this material returned immediately. This document was last updated on May 5, 2016. WorkForce Software info@workforcesoftware.com workforcesoftware.com 2
Table of Contents WorkForce Academy Learning In Person or On Demand... 1 Training Options... 1 WorkForce Academy Instructor-Led Private Courses... 1 WorkForce Academy Instructor-Led Public Courses... 1 WorkForce Academy On Demand... 1 Custom elearning Materials... 2 How to Contact Us... 2 Certification... 2 American Payroll Association... 2 WorkForce Academy Curriculums... 3 Understanding EmpCenter and Project Readiness Curriculum... 3 Configuring EmpCenter Curriculum... 6 Unit Based Training Services... 8 Course Descriptions Instructor-led Courses by Subject... 8 Absence Compliance Tracker... 8 ACT00 Core Concepts... 8 ACT01 Employee and Case Manager Functions... 9 ACT02 Administrator Functions... 9 ACT10 Database Schema... 10 Advanced Scheduler... 11 ASC00 Core Concepts... 11 ASC01 Scheduler Functions... 11 ASC02 Administrator Functions... 12 ASC10 Database Schema... 12 Analytics... 13 ANL01 Ad Hoc Reporting... 13 ANL02 Universe Customization and Ad Hoc Reporting... 13 ANL03 Advanced Universe Customization... 15 ANL04 Advanced Ad Hoc Reporting... 15 Data Collection Terminals... 17 DCT01 Data Collection Terminal Deployment... 17 WorkForce Software info@workforcesoftware.com workforcesoftware.com i
DCT02 Data Collection Terminal Management... 17 Fatigue Management - General... 18 FTM00 Core Concepts... 18 FTM01 Employee Functions... 19 FTM02 Manager Functions... 19 FTM03 Administrator Functions... 20 Fatigue Management - Nuclear... 21 FMNIP01 Administrator Functions and Best Practices... 21 FMNIP02 Foundational Concepts... 23 Report Designer... 25 RPT01 Report Writing... 25 RPT02 Advanced Report Writing... 26 Time & Attendance... 26 TMA00 EmpCenter Time & Attendance Core Functionality... 26 TMA01 Employee Functions... 27 TMA02 Manager Functions... 27 TMA03 Administrator Functions... 28 TMA10 Database Schema... 29 WorkForce Management... 30 TST01 Testing Preparations... 30 TST02 Testing Kickoff... 30 Course Descriptions - Public Instructor-Led Courses... 33 C-1001 Database Schema and Report Writing... 33 C-1002 Time & Attendance Configuration... 34 C-1003 Analytics Universe Customization and Ad-hoc Reporting... 35 C-1004 Interfaces Configuration... 36 C-1005 Absence Compliance Tracker Configuration... 37 On Demand Training Services... 38 Course Descriptions - WorkForce Academy On Demand Subscription Courses by Subject... 38 Absence Compliance Tracker... 38 AC100 Core Concepts (Subscription)... 38 AC120 User Acceptance Testing (Subscription)... 38 AC150 Employee Essentials (Subscription)... 39 WorkForce Software info@workforcesoftware.com workforcesoftware.com ii
AC250 Case Manager Essentials (Subscription)... 39 AC350 Administrator Essentials (Subscription)... 40 Advanced Scheduler... 41 AS100 Core Concepts (Subscription)... 41 AS120 User Acceptance Testing (Subscription)... 41 AS200 Scheduler Essentials (Subscription)... 42 AS350 Administrator Essentials (Subscription)... 42 Data Collection Terminals... 43 CL101Introduction to Data Collection Terminals (Subscription)... 43 CL201 Deploying Data Collection Terminals (Subscription)... 43 CL301 Managing Data Collection Terminals (Subscription)... 44 CL401 Advanced Troubleshooting for Data Collection Terminals (Subscription)... 44 Time & Attendance... 45 TA100 Core Concepts (Subscription)... 45 TA120 User Acceptance Testing (Subscription)... 45 TA150 Employee Essentials (Subscription)... 46 TA171 WebClock Time Entry Basics (Subscription)... 46 TA177 EmpCenter 4000 Time Entry Basics (Subscription)... 47 TA250 Manager Essentials (Subscription)... 47 TA300 Period End Essentials (Subscription)... 48 TA350 Administrator Essentials (Subscription)... 48 EmpCenter Express... 49 Time & Attendance... 49 EXTA100 Core Concepts... 49 EXTA150 Employee Essentials... 50 EXTA171 WebClock Time Entry Basics... 50 TA177 EmpCenter 4000 Time Entry Basics... 51 EXTA250 Manager Essentials... 51 EXTA300 Period End Essentials... 52 EXTA350 Administrator Essentials... 52 EXTA412 Schedules Templates and Cycles... 53 WorkForce Software info@workforcesoftware.com workforcesoftware.com iii
WorkForce Academy Learning In Person or On Demand The key to using any software system successfully is proper training. First-class training makes the transition to the new system easier. WorkForce Software offers instructor-led training courses at the client s location or at the WorkForce Software corporate headquarters (public training), and flexible elearning education when needed via WorkForce Academy On Demand. We focus on equipping attendees with the knowledge and skills they need to maximize the power of the EmpCenter solution. Training Options WorkForce Academy Instructor-Led Private Courses WorkForce Academy instructor-led courses are delivered to the client team using a train-thetrainer approach. These courses are delivered at the client s location during the EmpCenter implementation. Instructor-led courses combine lecture, product demonstration, and hands-on activity. Employee, manager and admin courses during the implementation process are customized to the clients configuration. Training materials for each class are provided in a pdf file format. WorkForce Academy Instructor-Led Public Courses WorkForce Academy instructor-led public courses are delivered at WorkForce Software corporate headquarters in Livonia, Michigan. These courses are open to multiple clients based on seat availability. Public courses combine lecture, product demonstration, and hands-on activity, and allow attendees to collaborate and share insights with other WorkForce Software clients in attendance. Training materials for each class are provided. To view the WorkForce Academy public courses calendar, visit the WorkForce Software Web site at www.workforcesoftware.com/services/customer-education/. WorkForce Academy On Demand WorkForce Academy On Demand includes access to the WorkForce Software Learning Management System and library of elearning courses developed to educate our clients, partners, and employees on EmpCenter. Access to WorkForce Academy On Demand is offered as a subscription service to key administrators and/or trainers in the client s organization. WorkForce Academy On Demand is offered for purchase during the EmpCenter implementation project or included in our Platinum and Diamond support offerings. WorkForce Software info@workforcesoftware.com workforcesoftware.com 1
Custom elearning Materials Some clients prefer to train their workforce through elearning. WorkForce Software offers custom elearning for an additional cost. elearning courses can be customized to show features that clients are using and to reflect screens from their distinct configuration. Included with the purchase of custom elearning are SCORM-compliant files that can run in WorkForce Software s or the client s Learning Management System. All custom elearning contains objectives to guide learning, hands-on exercises to apply skills, and an assessment to help the learner assess their competence with the material. How to Contact Us WorkForce Software Web site www.workforcesoftware.com/services/customer-education/ Email inquiries to training@workforcesoftware.com Contact your WorkForce Software Project Manager, Account Manager, Engagement Manager or Client Services Manager to purchase WorkForce Academy or WorkForce Academy On Demand education. Certification American Payroll Association American Payroll Association (APA) certification is a valuable, objective credential that verifies a specified level of knowledge, skills and abilities in the payroll profession. APA certification helps demonstrate your payroll expertise, secure a promotion, advance your career, and enhance your standing within the profession. For further information about APA certification, see http://www.americanpayroll.org/certification/. WorkForce Software info@workforcesoftware.com workforcesoftware.com 2
WorkForce Academy Curriculums WorkForce Academy instructor-led and WorkForce Academy On Demand courses are grouped into categories, making it easy to focus on specific learning needs. Details regarding each of the individual courses is available in the course descriptions section of this catalog. Training units are included for WorkForce Academy instructor-led courses listed below. Understanding EmpCenter and Project Readiness Curriculum WorkForce Academy instructor-led and On Demand courses educate employees, managers, timekeepers, payroll personnel and administrators on EmpCenter. These courses are delivered during the EmpCenter implementation to the project team, trainers, and administrators. WorkForce Academy On Demand subscription courses can be completed as needed during the implementation and/or once EmpCenter is deployed. Workforce Management Course Number Course Name Delivery Training Units per Class TST01 Testing Preparations Instructor-led virtual 10 TST02.1 Testing Kick-Off (1 day) Instructor-led 30 TST02.2 Testing Kick-Off (2 day) Instructor-led 60 Time & Attendance Course Number Course Name Delivery Training Units per Class TMA00 Core Functionality Instructor led 50 TMA01 Employee Functions Instructor-led 25 TMA02 Manager Functions Instructor-led 25 TMA03 Administrator Functions Instructor-led 35 TA100 Core Concepts On Demand subscription n/a TA120 User Acceptance Testing On Demand subscription n/a TA150 Employee Essentials On Demand subscription n/a TA250 Manager Essentials On Demand subscription n/a TA300 Period End Essentials On Demand subscription n/a TA350 Administrator Essentials On Demand subscription n/a TA171 WebClock Time Entry Basics On Demand subscription n/a WorkForce Software info@workforcesoftware.com workforcesoftware.com 3
TA177 EmpCenter 4000 Time Entry Basics On Demand subscription n/a Data Collection Terminals Course Number Course Name Delivery Training Units per Class DCT01 Data Collection Terminal Deployment Instructor-led virtual 10 DCT02 Data Collection Terminal Management Instructor-led virtual 10 CL101 Introduction to Data Collection Terminals On Demand subscription n/a CL201 Deploying Data Collection Terminals On Demand subscription n/a CL301 Managing Data Collection Terminals On Demand subscription n/a CL401 Advanced Troubleshooting for Data Collection Terminals On Demand subscription n/a Absence Compliance Tracker Course Number Course Name Delivery Training Units per Class ACT00 Core Concepts Instructor-led virtual 15 ACT01 Employee and Case Manager Functions Instructor-led 25 ACT02 Administrator Functions Instructor-led 20 AC100 Core Concepts On Demand subscription n/a AC120 User Acceptance Testing On Demand subscription n/a AC150 Employee Essentials On Demand subscription n/a AC250 Case Manager Essentials On Demand subscription n/a AC350 Administrator Essentials On Demand subscription n/a Advanced Scheduler Course Number Course Name Delivery Training Units per Class ASC00 Core Concepts Instructor-led virtual 15 ASC01 Scheduler Functions Instructor-led 25 ASC02 Administrator Functions Instructor-led 30 AS100 Core Concepts On Demand subscription n/a AS120 User Acceptance Testing On Demand subscription n/a AS200 Scheduler Essentials On Demand subscription n/a AS350 Administrator Essentials On Demand subscription n/a WorkForce Software info@workforcesoftware.com workforcesoftware.com 4
Fatigue Management - General Course Number Course Name Delivery Training Units per Class FTM00 Core Concepts Instructor-led virtual 30 FTM01 Employee Functions Instructor-led 25 FTM02 Manager Functions Instructor-led 25 FTM03 Administrator Functions Instructor-led 35 Fatigue Management - Nuclear Course Number Course Name Delivery Training Units per Class FMNIP01 Administrator Functions and Best Practices Instructor-led 35 FMNIP02 Foundational Concepts Instructor-led 45 EmpCenter Express Course Number Course Name Delivery Training Units per Class EXTA100 Time & Attendance Core Concepts On Demand n/a EXTA150 Time & Attendance Employee Essentials On Demand n/a EXTA171 WebClock Time Entry Basics On Demand n/a EXTA177 EmpCenter 4000 Time Entry Basics On Demand n/a EXTA250 Time & Attendance Manager Essentials On Demand n/a Time & Attendance Period End Administrator On Demand n/a EXTA300 Essentials EXTA350 Time & Attendance Administrator Essentials On Demand n/a EXTA412 Schedules Template and Cycles On Demand n/a WorkForce Software info@workforcesoftware.com workforcesoftware.com 5
Configuring EmpCenter Curriculum For users who want to take a deeper dive into EmpCenter, we offer configuration, reporting, analytics, and database schema courses. These courses are geared towards administrators and/or technical users of the systems, report writers, and those clients interested in maintaining or self-implementing the EmpCenter solution. Time & Attendance Course Number Course Name Delivery Training Units per Class TMA10 Database Schema Instructor-led 40 Absence Compliance Tracker Course Number Course Name Delivery Training Units per Class ACT10 Database Schema Instructor-led 15 Advanced Scheduler Course Number Course Name Delivery Training Units per Class ASC10 Database Schema Instructor-led 30 Report Designer Course Number Course Name Delivery Training Units per Class RPT01 Report Writing Instructor-led 30 RPT02 Advanced Report Writing Instructor-led 30 Analytics Course Number Course Name Delivery Training Units per Class ANL01 Ad Hoc Reporting Instructor-led 15 ANL02 Universe Customization and Ad Hoc Reporting Instructor-led 30 ANL03 Advanced Universe Customization Instructor-led 30 ANL04 Advanced Ad Hoc Reporting Instructor-led 30 WorkForce Software info@workforcesoftware.com workforcesoftware.com 6
Public Courses Per Seat Course Number Course Name Delivery Training Units per Seat C-1001 Database Schema and Report Writing Instructor-led 30 C-1002 Time & Attendance Configuration Instructor-led 30 C-1003 Analytics Universe Customization and Ad-Hoc Instructor-led 10 reporting C-1004 Interfaces Configuration Instructor-led 25 C-1005 Absence Compliance Tracker Configuration Instructor-led 10 C-1006 Advanced Scheduler Configuration Instructor-led 10 WorkForce Software info@workforcesoftware.com workforcesoftware.com 7
Unit Based Training Services Course Descriptions Instructor-led Courses by Subject Absence Compliance Tracker ACT00 Core Concepts Gain an overview of the Absence Compliance Tracker to bring staff up to speed on functional details. #16WFS-010, for 3.5 Recertification Credit Hours (RCH). Please note the Audience Human resources and other personnel who manage your organizational leave request and compliance needs Prerequisites None Duration ½ day Class Size Limit 15 Delivery Virtual (WebEx) General terminology Fundamental employee management details User interface Leave requests Time off requests Viewing an absence case Approvals Administrator workflow Compliance issues WorkForce Software info@workforcesoftware.com workforcesoftware.com 8
ACT01 Employee and Case Manager Functions Learn to use ACT from the employee and case manager perspectives to ensure compliance with federal, state and local laws. #16WFS-011, for 3.5 Recertification Credit Hours (RCH). Please note the Audience This is a train-the-trainer course. Company trainers and human resources or other personnel assigned to manage cases should attend. Prerequisites None Duration ½ day Class Size Limit 10 Delivery Instructor-led class Employees entering leave requests Case managers entering leave requests Case managers reviewing cases Case manager workflow Override system-determined leave eligibility ACT reports ACT02 Administrator Functions Take a guided tour through the EmpCenter workflow and other administrative tasks. This course is not necessary for clients also implementing EmpCenter Time & Attendance. ACT02 is only necessary when implementing Absence Compliance Tracker alone. If Time & Attendance or Fatigue Management is also being implemented, take either the TMA03 or FTM03 course, do not take ACT02. The course cover the same topics. #16WFS-012, for 2.5 Recertification Credit Hours (RCH). Please note the Audience Human resources, payroll, or other personnel assigned to administer the EmpCenter application. Prerequisites ACT01 Duration 3 hours Class Size Limit 8 Delivery Instructor-led class WorkForce Software info@workforcesoftware.com workforcesoftware.com 9
The EmpCenter administrative client Generate administrative reports Advance pay periods Import data Update system data User roles Schedule templates Maintain employee data in EmpCenter Create new administrative users Emulate end user access ACT10 Database Schema Learn details on where ACT data is stored in the database and how to access it for reports, exports, or other purposes. Audience Prerequisites #16WFS-013, for 3.5 Recertification Credit Hours (RCH). Please note the Personnel responsible for building reports, exports, or views of ACT data This is a technical course. Attendees should have: A solid understanding of basic database concepts Basic proficiency in Structured Query Language (SQL) ½ day Duration Class Size Limit 6 Delivery Instructor-led class Introduction to the Absence Compliance Tracker database structure Most commonly used tables and queries WorkForce Software info@workforcesoftware.com workforcesoftware.com 10
Advanced Scheduler ASC00 Core Concepts Gain an overview of the Advanced Scheduler to ramp up staff speed on functional details. #16WFS-030, for 3.5 Recertification Credit Hours (RCH). Please note the Audience Staff responsible for managing organizational staffing needs Prerequisites None Duration ½ day Class Size Limit 15 Delivery Virtual (WebEx) Implementation process Schedule methodology Define your organization Components of a schedule Employee schedule maintenance Find employees for open work assignments Overtime equalization Integrate with Time & Attendance Security considerations ASC01 Scheduler Functions Learn to manage complex employee schedules with our advanced scheduling tools. #16WFS-31, for 3.5 Recertification Credit Hours (RCH). Please note the Audience Schedulers or other personnel responsible for managing employee schedules Prerequisites ASC00 Good understanding of AS core concepts Duration ½ day Class Size Limit 8 Delivery Instructor-led class WorkForce Software info@workforcesoftware.com workforcesoftware.com 11
Use Auto Scheduler to staff employees intelligently Manage schedule changes Manage employee availability Overtime equalization ASC02 Administrator Functions Learn to configure various building blocks within Advanced Scheduler. #16WFS-032, for 6.5 Recertification Credit Hours (RCH). Please note the Audience Administrators who will configure and administer Advanced Scheduler Prerequisites ASC01 Duration 1 day Class Size Limit 8 Delivery Instructor-led class Configure the Auto Scheduler to staff employees intelligently Configure Advanced Scheduler tools to manage schedule changes Manage employee availability Configure overtime equalization ASC10 Database Schema Discover where data is stored in the Advanced Scheduler database and how to access it for reports, exports, or other purposes. Audience Prerequisites #16WFS-033, for 6.5 Recertification Credit Hours (RCH). Please note the Personnel responsible for building reports, exports, or views of AS data. This is a technical course. Attendees should have: A solid understanding of basic database concepts Basic proficiency in Structured Query Language (SQL) 1 day Duration Class Size Limit 6 Delivery Instructor-led class WorkForce Software info@workforcesoftware.com workforcesoftware.com 12
Introduction to the Advanced Scheduler database structure Most commonly used tables and queries Analytics ANL01 Ad Hoc Reporting Learn the basics of creating and using Analytics reports through hands-on exercises. If you intend to work with the sample universe, do not take ANL01. Instead, take ANL02 Universe Customization and Ad Hoc Reporting instead of ANL01. Audience Prerequisites #16WFS-023, for 3 Recertification Credit Hours (RCH). Please note the Non-technical end users who will create EmpCenter Analytics reports to view EmpCenter data TMA00 Duration ½ day Class Size Limit 6 Delivery Instructor-led class Introduction to the EmpCenter sample universe objects and filters Create and run queries in EmpCenter Introduction to EmpCenter Analytics ANL02 Universe Customization and Ad Hoc Reporting This course provides an introduction to EmpCenter's analytics report development capabilities as well as details about the data stored in the system. In the course, participants learn the WorkForce Software info@workforcesoftware.com workforcesoftware.com 13
basics of customizing the EmpCenter sample universe and how to create and work with EmpCenter Analytics reports. Audience Prerequisites #16WFS-024, for 6.5 Recertification Credit Hours (RCH). Please note the Anyone who will customize the sample universe and create EmpCenter Analytics reports to view EmpCenter data Database schema training (ACT10, ASC10, TMA10, FTM10, or FMN10) For clients licensing more than one of the following products, only TMA10 is required: Time & Attendance Absence Compliance Tracker Fatigue Management Fatigue Management Nuclear For clients also licensing Advanced Scheduler and who wish to make changes to the AS sample universe, ASC10 is additionally required. This is a technical course. Attendees should have: Duration 1 day Class Size Limit 6 Delivery Instructor-led class A solid understanding of basic database concepts Basic proficiency in Structured Query Language (SQL) Basic understanding of EmpCenter or its Policy Editor Introduction to EmpCenter Analytics functionality Introduction to the EmpCenter sample universe structure Introduction to creating and modifying: Courses and sub-courses Objects and filters Lists of values How EmpCenter and the EmpCenter Analytics tool work together Create and run queries in EmpCenter WorkForce Software info@workforcesoftware.com workforcesoftware.com 14
ANL03 Advanced Universe Customization Learn to apply advanced techniques to the EmpCenter sample universe. #16WFS-025, for 6.5 Recertification Credit Hours (RCH). Please note the Audience Anyone who will make complex customizations to the EmpCenter sample universe Prerequisites ANL02 Duration 1 day Class Size Limit 6 Delivery Instructor-led class Advanced understanding of EmpCenter Analytics Advanced join techniques Create derived tables Link universes Resolve loops and SQL traps ANL04 Advanced Ad Hoc Reporting Hands-on exercises provide instruction in advanced techniques to design, create, and use EmpCenter Analytics reports. #16WFS-026, for 6.5 Recertification Credit Hours (RCH). Please note the Audience Users who will develop complex EmpCenter Analytics reports Prerequisites ANL02 Duration 1 day Class Size Limit 6 Delivery Instructor-led class Advanced knowledge of EmpCenter Analytics Create and work with multiple queries Advanced report drilling Advanced report formatting WorkForce Software info@workforcesoftware.com workforcesoftware.com 15
Data Collection Terminals DCT01 Data Collection Terminal Deployment WorkForce Software provides an overview of EmpCenter terminal hardware, network communication, configuration components, and basic terminal functionality to prepare you for installing, networking, and deploying terminal equipment. We recommend taking this training as soon as possible upon receipt of your terminal hardware. #16WFS-003, for 2.5 Recertification Credit Hours (RCH). Please note the Audience IT or other staff responsible for installing and maintaining data collection terminals (DCT) on their organization s network Prerequisites Attend the terminal requirements gathering meeting Receive terminal hardware Duration 3 hours Class Size Limit 10 Delivery Virtual (WebEx) Mount and configure DCTs Set up networks for DCTs, DCT controller, and EmpCenter server Deploy DCT and DCT controller configuration files Add DCTs to the network Handle multiple time zones and Daylight Saving Time changes DCT02 Data Collection Terminal Management Based on your organization s needs, learn about all aspects of your company s terminal functionality, transaction process and troubleshooting. We recommend taking this training just after EmpCenter employee training and just before user acceptance testing. #16WFS-004, for 2.5 Recertification Credit Hours (RCH). Please note the Audience Staff responsible for operating and maintaining data collection terminals in your organization s network. Prerequisites DCT01 Duration 2 hours Class Size Limit 10 WorkForce Software info@workforcesoftware.com workforcesoftware.com 17
Delivery Virtual (WebEx) DCT administrator and employee functions Biometric enrollment and management Control employee and administrator access Use the Web Manager application to manage the controller and DCTs Monitor employee data transactions Data flow from terminals to EmpCenter Troubleshooting and technical support Fatigue Management - General FTM00 Core Concepts Ramp up project staff on EmpCenter s overall functional architecture. #16WFS-034, for 3 Recertification Credit Hours (RCH). Please note the Audience Human resources, payroll, and other staff actively involved with the project execution Prerequisites None Duration ½ day Class Size Limit 15 Delivery Virtual (WebEx) Data collection devices Data validation EmpCenter terminology - employee policy profiles, assignment groups Security considerations Manager to employee relationships Synchronize employee data import Policy effective dating End of period processing Data exports Timesheet vs. pay frequency WorkForce Software info@workforcesoftware.com workforcesoftware.com 18
FTM01 Employee Functions Learn EmpCenter navigation fundamentals and employee functions related to Fatigue Management. #14WFS-032, for 3.5 Recertification Credit Hours (RCH). Please note the Audience Company trainers, human resources, payroll, and managers responsible for managing or supervising employees who will use EmpCenter Prerequisites None Duration ½ day Class Size Limit 10 Delivery Instructor-led class Enter data into a timesheet Run reports to look at your personal timesheet data Address timesheet exceptions Use different timesheet views to your advantage View pay results FTM02 Manager Functions Become familiar with EmpCenter from the manager's perspective to learn functions and workflow related to Fatigue Management. #16WFS-036, for 3 Recertification Credit Hours (RCH). Please note the Audience Company trainers, human resources, payroll, and managers who will use EmpCenter to administer timekeeping functions for employees in a Fatigue Management environment Prerequisites None, but it is helpful to have attended FTM01 Fatigue Management Employee Functions Duration ½ day Class Size Limit 10 Delivery Instructor-led class Introduction to manager views of employee time View pay results for employees Approval workflow and employee timesheet approval WorkForce Software info@workforcesoftware.com workforcesoftware.com 19
Assign schedules and schedule cycle to employee groups or specific employees Use EmpCenter's group time entry screen Use manager reports to analyze employee time Manage timesheet exceptions Delegate manager functions to another user Manage time-off requests FTM03 Administrator Functions This course guides Fatigue Management administrators through the EmpCenter workflow and other day-to-day administrative tasks. #16WFS-037, for 6.5 Recertification Credit Hours (RCH). Please note the Audience Human resources or payroll personnel responsible for EmpCenter Fatigue Management administration and end of period timesheet processing tasks Prerequisites FTM01 FTM02 Duration 1 day Class Size Limit 10 Delivery Instructor-led class Introduction to the Admin Client End of period processing workflow Run administrative reports to evaluate timesheet status Import or export data Maintain employee information Run tasks to update system data Create schedules for automated tasks Create schedule templates and cycles Understand exception types and their effects on timesheet processing WorkForce Software info@workforcesoftware.com workforcesoftware.com 20
Fatigue Management - Nuclear FMNIP01 Administrator Functions and Best Practices In this one-day course, you will learn how to correctly enter time for fatigue management rules and learn examples of proper time tracking for problematic scenarios. You will also learn about schedule templates and cycles as well as managing schedules to comply with NRC Rule 10 CFR Part 26. Other topics you will learn include amendments and approvals, the amendment process, and Fatigue Management Nuclear reports. #16WFS-037, for 6.5 Recertification Credit Hours (RCH). Please note the Audience Personnel who use EmpCenter to manage employees who are subject to comply with NRC Rule 10 CFR Part 26 (Fitness for Duty) Prerequisites None Duration 1 day Class Size Limit 10 Delivery Instructor-led class Dashboard layout Working with timesheets Editing employee time Group time entry Working with schedules Approving and amending timesheets Delegations Generating and scheduling reports Viewing and editing employee information Managing assignment groups Creating schedule templates and cycles WorkForce Software info@workforcesoftware.com workforcesoftware.com 21
FMNIP02 Foundational Concepts This course is a one-day deep dive into the NRC 10 CFR Part 26 as implemented in our Nuclear Industry Pak. You will learn details and concepts of the fatigue rules and how EmpCenter evaluates the rules. You will also become familiar with the relationship between Fatigue Management codes and the NRC compliance rules outlined in Addendum A and the Averaging Specification. Finally, you will also learn how to use admin codes to override violations, conduct what if testing in future timesheets, modify evaluation period data, and see how to create, delete, and edit waivers and fatigue assessments. #16WFS-037, for 6.5 Recertification Credit Hours (RCH). Please note the Audience Personnel who require an understanding of fatigue rules or are responsible for maintaining rule compliance in EmpCenter Prerequisites None Duration 1 day Class Size Limit 10 Delivery Instructor-led class Key concepts and settings Day and shift definitions MWH 16/24, 26/48, and 72/168 Minimum break between shifts B34/9 Averaging online Outages and MDO-OUT Special cases Admin codes Fatigue assessments and waivers Reports Terminations WorkForce Software info@workforcesoftware.com workforcesoftware.com 23
Report Designer RPT01 Report Writing Become acquainted with EmpCenter's report development capabilities and learn detailed information about the data stored in the system. Attendees will also learn report design basics, how to access the data to create useful reports, and how the Report Designer and EmpCenter work together. Audience Prerequisites Duration #16WFS-021, for 6.5 Recertification Credit Hours (RCH). Please note the Anyone who will develop custom reports, build reports to view EmpCenter data, or build views of the data stored in EmpCenter Database schema training (ACT10, ASC10, TMA10, FTM10, or FMN10) For clients licensing more than one of the following products, only TMA10 is required: Class Size Limit 6 Delivery Time & Attendance Absence Compliance Tracker Fatigue Management Fatigue Management Nuclear For clients also licensing Advanced Scheduler, ASC10 is additionally required. This is a technical course. Attendees should have: A solid understanding of basic database concepts Basic proficiency in Structured Query Language (SQL) Basic understanding of EmpCenter or its Policy Editor 1 day Instructor-led class How EmpCenter and the Report Designer work together Introduction to the Report Designer Introduction to report policy configuration Build your first report WorkForce Software info@workforcesoftware.com workforcesoftware.com 25
RPT02 Advanced Report Writing Study advanced techniques for designing and creating reports using the Report Designer. #16WFS-022, for 6.5 Recertification Credit Hours (RCH). Please note the Audience Anyone who will develop complex custom reports Prerequisites RPT01 Duration 1 day Class Size Limit 6 Delivery Instructor-led class Creating sub-reports Creating cross-tabs Creating graphs Creating advanced formulas Time & Attendance TMA00 EmpCenter Time & Attendance Core Functionality In preparation for a successful implementation, project staff should attend this class to get upto-speed on EmpCenter s overall functional architecture. #16WFS-005, for 13 Recertification Credit Hours (RCH). Please note the Audience Human resources, payroll, and other staff actively involved with project execution Prerequisites None Duration 2 days Class Size Limit 15 Delivery Instructor-led class Core concepts in EmpCenter Time & Attendance Key concepts of Time and Attendance and how EmpCenter approaches them EmpCenter terminology Hands-on introduction to the features of EmpCenter Time & Attendance WorkForce Software info@workforcesoftware.com workforcesoftware.com 26
TMA01 Employee Functions Learn EmpCenter navigation fundamentals and employee functions related to reporting time, activities, and absences in the system. Experience the EmpCenter system from the employee s perspective. #16WFS-006, for 3.5 Recertification Credit Hours (RCH). Please note the Audience Company trainers, human resources, payroll, and managers responsible for managing or supervising employees who will use EmpCenter Prerequisites None Duration ½ day Class Size Limit 10 Delivery Instructor-led class Enter data into a timesheet Request time off Run reports to look at your personal timesheet data Address timesheet exceptions Use different timesheet views to your advantage View pay results View time off bank balances TMA02 Manager Functions Become acquainted with EmpCenter from the manager's perspective to learn functions and workflow related to managing employees. #16WFS-007, for 3.5 Recertification Credit Hours (RCH). Please note the Audience Company trainers, human resources, payroll, and managers who will use EmpCenter to manage other employees Prerequisites None, but attending TMA01 first is helpful Duration ½ day Class Size Limit 10 Delivery Instructor-led class Introduction to manager views of employee time and balances WorkForce Software info@workforcesoftware.com workforcesoftware.com 27
View pay results for employees Approval workflow and employee timesheet approval Assign schedules and schedule cycles to employee groups or specific employees Use EmpCenter's group time entry screen Manage time off requests Manage timesheet exceptions Use manager reports to analyze employee time Delegate manager functions to another user TMA03 Administrator Functions This course guides time and attendance administrators through the EmpCenter workflow and other day-to-day administrative tasks. #16WFS-008, for 7.5 Recertification Credit Hours (RCH). Please note the Audience Human resources or payroll personnel responsible for EmpCenter administration Prerequisites TMA01 TMA02 Duration 1 day Class Size Limit 10 Delivery Instructor-led class Introduction to the Admin Client Run administrative reports to evaluate timesheet status Maintain employee information Run tasks to update system data Create schedules for automated tasks Maintain calendars for holidays and other special dates Create schedule templates and cycles Understand exception types and their effects on timesheet processing Maintain employee bank balances Create and maintain manager access to employee timesheets Create new administrative users Set and reset passwords Emulate employee access with the SuperUser account End of period processing workflow WorkForce Software info@workforcesoftware.com workforcesoftware.com 28
Perform end period processing steps Create, cancel, export, and close off cycle batches View import data logs TMA10 Database Schema Learn the details on where time and attendance data is stored in the EmpCenter database and how to access it for reports, exports, or other purposes. #16WFS-009, for 9 Recertification Credit Hours (RCH). Please note the Audience Personnel responsible for building reports, exports, or views of time and attendance data. Prerequisites This is a technical course. Attendees should have: A solid understanding of basic database concepts Basic proficiency in Structured Query Language (SQL) Duration 1.5 days Class Size Limit 6 Delivery Instructor-led class Introduction to EmpCenter Time & Attendance database structure Introduction to most commonly used tables and queries for: Employees and assignments Pay periods Timesheets Exceptions Accrual management Schedules Data Collection Terminals WorkForce Software info@workforcesoftware.com workforcesoftware.com 29
WorkForce Management TST01 Testing Preparations Gain insight into testing theory as it relates to EmpCenter in order to learn how to develop effective test plans. This course is delivered early in the configuration phase of the project to give you sufficient time to develop test cases for the user acceptance testing phase of the project. #14WFS-004, for 2.5 Recertification Credit Hours (RCH). Please note the Audience Human resources, IT, payroll, management, or other staff responsible for creating test cases Prerequisites None Duration 3 hours Class Size Limit 8 Delivery Virtual (WebEx) Introduction to basic testing concepts Prepare to test Create test cases Manage test execution TST02 Testing Kickoff This is an opportunity for live, real-time assistance at the start of the user acceptance testing phase of the project! Testers gain hands-on experience executing test cases, and identifying, logging, and communicating results back to the WorkForce implementation team. Testing Kickoff is usually delivered immediately following employee, manager, and administrator training so as to keep basic system functionality fresh in testers minds as they step through your test cases. Audience Prerequisites #16WFS-002, for 6.5 Recertification Credit Hours (RCH), for 1 day; #16WFS-014, for 13 Recertification Credit Hours (RCH), for 2 days. Please note the Human resources, payroll, management, and other staff responsible for testing EmpCenter in preparation for production deployment None WorkForce Software info@workforcesoftware.com workforcesoftware.com 30
Duration 1 or 2 days depending upon configuration complexity and client preference Class Size Limit 15 Delivery Instructor-led class Understand the test environment Identify key configuration items to test Execute test cases to test your business requirements Coordinate testing Track test results and log issues Manage changes to your configuration WorkForce Software info@workforcesoftware.com workforcesoftware.com 31
Course Descriptions - Public Instructor-Led Courses C-1001 Database Schema and Report Writing This blend of three of our most popular report writing courses (TMA10 Database Schema, RPT01 Report Writing, and RPT02 Advanced Report Writing) is taught at our Livonia, MI headquarters. In this technical course participants will become acquainted with EmpCenter's report development capabilities and learn about the data stored in the system. You will also learn details on where time and attendance data is stored in the EmpCenter database and how to access it for reports, exports, or other purposes. In addition, you will learn report design basics, how to access the data to create useful reports, and how the Report Designer and EmpCenter work together. You will also learn advanced techniques for designing and creating reports using the Report Designer. #16WFS-027, for 26 Recertification Credit Hours (RCH). Please note the Audience Anyone who will develop custom reports, build reports to view EmpCenter data, or build views of the data stored in EmpCenter Prerequisites Attendees should have: A solid understanding of basic database concepts Basic proficiency in Structured Query Language (SQL) Duration 4 days Class Size Limit 6 Delivery Instructor-led class at WorkForce Software headquarters (Livonia, MI) Database Schema Introduction to EmpCenter Time & Attendance database structure Introduction to most commonly used tables and queries for: Employees and assignments Pay periods Timesheets Exceptions WorkForce Software info@workforcesoftware.com workforcesoftware.com 33
Accrual management Schedules Data Collection Terminals Report Writing How EmpCenter and the Report Designer work together Introduction to the Report Designer Introduction to report policy configuration Build your first report Advanced Report Writing Advanced understanding of the Report Designer Creating sub-reports Creating cross-tabs Creating graphs Creating advanced formulas C-1002 Time & Attendance Configuration Our popular TMA20 Time & Attendance Configuration class is taught solely at our Livonia, MI headquarters. In this course, participants dive into EmpCenter's Policy Editor to see how to establish a system configuration. You will learn practical configuration approaches, tips, and best practices. In addition, you will learn how to leverage your new skills to make effective use of the system's Policy Configuration guide to further your EmpCenter configuration knowledge. #16WFS-028, for 26 Recertification Credit Hours (RCH). Please note the Audience Human resources, payroll, or other staff who will perform significant configuration tasks to create the business rules that meet the needs of your business operations Prerequisites TMA00 Experience working with 4GLs, SQL, or macro language is advantageous Duration 4 days Class Size Limit 6 Delivery Instructor-led class at WorkForce Software headquarters (Livonia, MI) WorkForce Software info@workforcesoftware.com workforcesoftware.com 34
Introduction to the EmpCenter Policy Editor Define and create policy profiles Assemble the components of a timesheet Define policies to create and calculate time transactions Create policies to reclassify time for pay premiums Configure exceptions to validate and report the status of timesheets Define user roles and access rights Configure absence management functionality Apply basic WorkForce Formula Language concepts Define time off request behavior and notifications Define manager approval windows and timesheet approval reminders Establish rules for grace, break deductions, and time rounding Define rules for time data defaults C-1003 Analytics Universe Customization and Ad-hoc Reporting The ANL02 Analytics course is taught at our Livonia, MI Headquarters. In this technical EmpCenter analytics report development course, participants will learn the capabilities and details about the data stored in the system. In addition, you will learn the basics of customizing the EmpCenter sample universe and how to create and work with EmpCenter Analytics reports. This course incorporates the content in ANL01. #16WFS-029, for 6.5 Recertification Credit Hours (RCH). Please note the Audience Prerequisites Anyone who will customize the sample universe and create EmpCenter Analytics reports to view EmpCenter data Database schema training (ACT10, ASC10, TMA10, FTM10, or FMN10) For clients licensing more than one of the following products, only TMA10 is required: Time & Attendance Absence Compliance Tracker Fatigue Management Fatigue Management Nuclear WorkForce Software info@workforcesoftware.com workforcesoftware.com 35
For clients also licensing Advanced Scheduler and who wish to make changes to the Advanced Scheduler sample universe, ASC10 is additionally required. This is a technical course. Attendees should have: A solid understanding of basic database concepts Basic proficiency in Structured Query Language (SQL) Basic understanding of EmpCenter or its Policy Editor. Duration 1 day Class Size Limit 6 Delivery Instructor-led class at WorkForce Software headquarters (Livonia, MI) Introduction to EmpCenter Analytics functionality Introduction to the EmpCenter sample universe structure Introduction to creating and modifying: Courses and sub-courses Objects and filters Lists of values How EmpCenter and the EmpCenter Analytics tool work together Create and run queries in EmpCenter C-1004 Interfaces Configuration The INT30 Interfaces Configuration course is taught solely at our Livonia, MI headquarters. Learn to build interfaces for data exchange with external systems. Combined with TMA20 Time & Attendance Configuration, participants gain a complete view of the complexities of the configuration experience. #16WFS-016, for 26 Recertification Credit Hours (RCH). Please note the Audience Anyone responsible for creating interfaces between EmpCenter and external systems Prerequisites TMA20 Working knowledge of JavaScript Duration 4 days Class Size Limit 6 Delivery Instructor-led class at WorkForce Software headquarters (Livonia, MI) WorkForce Software info@workforcesoftware.com workforcesoftware.com 36
JavaScript and how it works in EmpCenter Introduction to interface scripting Using EmpCenter script APIs Imports o Employee o Labor Distribution o Time entry o Bank balance o Badge and clock punch Payroll export Understand system processing C-1005 Absence Compliance Tracker Configuration Dive deep into EmpCenter's Policy Editor to see how to establish an Absence Compliance Tracker (ACT) system configuration. Learn tips, best practices, and how to leverage your new skills to make effective use of the system's Policy Configuration Guide to further your ACT configuration knowledge #16WFS-015, for 6.5 Recertification Credit Hours (RCH). Please note the Audience Staff who will perform significant configuration tasks to develop the rules to automate your regulatory requirements Prerequisites TMA20 ACT00 Experience working with 4GLs, SQL, or macro languages is advantageous Duration 1 day Class Size Limit 6 Delivery Instructor-led class at WorkForce Software headquarters (Livonia, MI) Configure ACT functionality Workflow and history events Email notifications Distributed leave overrides Customer-defined leaves and their associated banks, and documents WorkForce Software info@workforcesoftware.com workforcesoftware.com 37
On Demand Training Services Course Descriptions - WorkForce Academy On Demand Subscription Courses by Subject Absence Compliance Tracker AC100 Core Concepts (Subscription) Gain an overview of the Absence Compliance Tracker to bring staff up to speed on functional details. Audience Prerequisites Duration Delivery Human resources and other personnel who manage your organizational leave request and compliance needs None 35 minutes Online General terminology Fundamental employee management details User interface Leave requests Time off requests Viewing an absence case Approvals Administrator workflow Compliance issues AC120 User Acceptance Testing (Subscription) Gain insight into testing theory as it relates to Absence Compliance Tracker in order to learn how to develop effective test plans. Take this course early in the configuration phase of the project, so you have sufficient time to develop test cases for the user acceptance testing phase of the project. WorkForce Software info@workforcesoftware.com workforcesoftware.com 38
Audience Prerequisites Duration Delivery Human resources and other personnel who manage your organizational leave request and compliance needs, or other staff responsible for test case development and validation TA120 20 minutes Online Understand the test environment Identify key configuration items to test Execute test cases to test your business requirements Coordinate testing Track test results and log issues AC150 Employee Essentials (Subscription) Learn to use Absence Compliance Tracker from the employee perspective to ensure compliance with federal, state, and local laws. Audience Prerequisites Duration Delivery Employees who need to submit leave cases and human resource or other personnel assigned to manage cases None 30 minutes Online Employee entry of leave requests AC250 Case Manager Essentials (Subscription) Learn to use Absence Compliance Tracker from the case manager perspective to ensure compliance with federal, state and local laws. Audience Prerequisites Duration Delivery Human resources or other personnel assigned to manage cases None 1.5 hours Online Case manager entry of leave requests Case manager review of a case WorkForce Software info@workforcesoftware.com workforcesoftware.com 39
Case manager workflow Override system-determined leave eligibility ACT reports AC350 Administrator Essentials (Subscription) Take a guided tour through EmpCenter workflow and other administrative tasks. This course is not necessary for clients who are also implementing EmpCenter Time & Attendance. Audience Prerequisites Duration Delivery Human resources, payroll, or other personnel assigned to administer the EmpCenter application AC150 30 minutes Online The EmpCenter Administrative Client Generate administrative reports Advance pay periods Import data Update system data User roles Schedule templates Maintain employee data in EmpCenter Create new administrative users Emulate end user access WorkForce Software info@workforcesoftware.com workforcesoftware.com 40
Advanced Scheduler AS100 Core Concepts (Subscription) Gain an overview of Advanced Scheduler to bring staff up to speed on functional details. Audience Prerequisites Duration Delivery Staff responsible for managing organizational staffing needs None 45 minutes Online General terminology Scheduling Define your organization Components of a schedule Employee schedule maintenance Find employees for open work assignments Overtime equalization Shift swapping Integration with Time & Attendance Security considerations AS120 User Acceptance Testing (Subscription) Gain insight into testing theory as it relates to Advanced Scheduler in order to learn how to develop effective test plans. Take this course early in the configuration phase of the project, so you have sufficient time to develop test cases for the user acceptance testing phase of the project. Audience Prerequisites Duration Delivery Human resources, IT, payroll, management, or other staff responsible for test case development TA120 20 minutes Online Introduction to basic test concepts Prepare to test WorkForce Software info@workforcesoftware.com workforcesoftware.com 41
Create test cases Manage test execution AS200 Scheduler Essentials (Subscription) Learn to manage complex employee schedules with our advanced scheduling tools. Audience Prerequisites Duration Delivery Schedulers or other personnel responsible for managing employee schedules AS100 45 minutes Online Use the Auto Scheduler to staff employees intelligently Manage schedule changes Manage employee availability Overtime equalization AS350 Administrator Essentials (Subscription) Learn to configure various building blocks within Advanced Scheduler. Audience Prerequisites Duration Delivery Administrators who will configure and administer Advanced Scheduler AS200 1.5 hours Online Configure the Auto Scheduler to staff employees intelligently Configure Advanced Scheduler tools to manage schedule changes Manage employee availability Configure overtime equalization WorkForce Software info@workforcesoftware.com workforcesoftware.com 42
Data Collection Terminals CL101 Introduction to Data Collection Terminals (Subscription) Learn what terminal devices WorkForce Software offers and basics on how they run. Audience Prerequisites Duration Delivery IT or other staff responsible for installing and providing maintenance for data collection terminals on your organization s network None 45 minutes Online Review clock terminology Learn about supported terminals and their specific features Define the proper way to use biometrics Perform a swipe at a terminal CL201 Deploying Data Collection Terminals (Subscription) This class steps through the process of deploying a data collection terminal, from setting up the terminal and controller through setting up badges and biometrics. Audience Prerequisites Duration Delivery IT or other staff responsible for installing and providing maintenance for data collection terminals on your organization s network CL101 45 minutes Online Install and setup a terminal and controller Setup communication between the terminal and controller Troubleshoot terminal to controller communication issues Grant administrator enroller authority to badges Enroll employees in biometrics Change the root password for terminals Change the Clock Manager password Learn the communication protocols between the terminals, controllers, Clock Manager, and EmpCenter WorkForce Software info@workforcesoftware.com workforcesoftware.com 43
CL301 Managing Data Collection Terminals (Subscription) Learn functions in the Clock Manager and basic troubleshooting techniques. Audience Staff responsible for operating and maintaining data collection terminals on your organization s network Prerequisites CL101 CL201 Duration 45 minutes Delivery Online Troubleshoot: Biometric and enrollment issues Terminal communication and swap processing issues Obtain terminal and controller logs Resend data to EmpCenter CL401 Advanced Troubleshooting for Data Collection Terminals (Subscription) Learn how to troubleshoot a variety of issues that can arise with terminals. Audience Staff responsible for operating and maintaining data collection terminals on your organization s network Prerequisites CL101 CL201 CL301 Duration 45 minutes Delivery Online Resolve badge data issues Fix swipe processing issues Remedy terminal and network issues Solve user error issues Use controller and terminal logs to identify an issue Walk through a terminal configuration to determine expected behavior WorkForce Software info@workforcesoftware.com workforcesoftware.com 44
Time & Attendance TA100 Core Concepts (Subscription) Ramp up project staff up on EmpCenter s overall functional architecture. Audience Prerequisites Duration Delivery Human resources, payroll, and other staff actively involved with project execution None 45 minutes Online Identify the goals of the implementation Data collection terminals Data validation EmpCenter terminology Security considerations Manager to employee relationships Synchronize employee data import Policy effective dating Import labor distribution data End of period processing Data exports Timesheet vs. pay frequency TA120 User Acceptance Testing (Subscription) Gain insight into testing theory as it relates to EmpCenter in order to learn how to develop effective test plans. Take this course early in the configuration phase of the project, so you have sufficient time to develop test cases for the user acceptance testing phase of the project. Audience Prerequisites Duration Delivery Human resources, IT, payroll, management, or other staff responsible for test case development None 2 hours Online Introduction to basic test concepts WorkForce Software info@workforcesoftware.com workforcesoftware.com 45
Prepare to test Create test cases Manage test execution TA150 Employee Essentials (Subscription) Learn EmpCenter navigation fundamentals and employee functions related to reporting time, activities, and absences in the system. Experience EmpCenter from the employee s perspective. Audience Prerequisites Duration Delivery Employees who will use EmpCenter as well as company trainers, human resources, payroll, and managers responsible for managing or supervising employees who will use EmpCenter None 1.5 hours Online Introduction to the employee dashboard Enter data on a timesheet Request time off Use different timesheet views View pay results View time off bank balances Address timesheet exceptions and changes Run reports to look at your personal timesheet data TA171 WebClock Time Entry Basics (Subscription) In this course, attendees learn the basic features of the WebClock, including how to log in and out and transfer between assignments. Audience Prerequisites Duration Delivery Employees who will use WebClock and managers or timekeepers who will approve timesheets for employees who use WebClock TA150 8 minutes Online WebClock features WebClock transfers WorkForce Software info@workforcesoftware.com workforcesoftware.com 46
TA177 EmpCenter 4000 Time Entry Basics (Subscription) In this course, attendees learn key features of the EmpCenter 4000 and steps for performing common functions on the terminal, including how to punch in and out, transfer departments, and leave for and return from meal breaks. Audience Employees who will use the EmpCenter 4000 Prerequisites None Duration 8 minutes Delivery Online Feature overview Transfer overview Meal break overview TA250 Manager Essentials (Subscription) Become acquainted with EmpCenter from the manager's perspective to learn functions and workflow related to managing employees. Audience Prerequisites Duration Delivery Company trainers, human resources, payroll, and managers who will use EmpCenter to manage other employees TA150 45 minutes Online Introduction to the manager dashboard Learn how to approve and decline employee time off requests Learn how to modify, approve, recall, and amend employee timesheets Use EmpCenter's group time entry screen Manage timesheet exceptions Delegate manager functions to another user Run reports to view and analyze employee timesheet data WorkForce Software info@workforcesoftware.com workforcesoftware.com 47
TA300 Period End Essentials (Subscription) This course guides payroll staff through the tasks needed to generate period end data. Audience Human resources or payroll personnel responsible for end of period timesheet processing tasks Prerequisites TA150 TA250 Duration Delivery 30 minutes Online Introduction to the period end dashboard End of period processing workflow Lock and calculate Export data Close timesheets Advance the pay period Processing off-cycle jobs TA350 Administrator Essentials (Subscription) This course guides time and attendance administrators through the EmpCenter workflow and other day-to-day administrative tasks. Audience Human resources or payroll personnel responsible for EmpCenter administration Prerequisites TA150 TA250 Duration Delivery 1 hour Online Introduction to the administrator s dashboard Create schedules for automated tasks Maintain calendars for holidays and other special dates Reset passwords Edit employee information Import and export data Maintain accrual banks WorkForce Software info@workforcesoftware.com workforcesoftware.com 48
Run tasks to update system data Perform server administration tasks EmpCenter Express Time & Attendance EXTA100 Core Concepts Ramp up project staff up on EmpCenter s overall functional architecture. Audience Prerequisites Duration Delivery Human resources, payroll, and other staff actively involved with project execution None 1 hour Online Identify the goals of the implementation Data collection devices Data validation EmpCenter terminology Security considerations Manager to employee relationships Synchronize employee data import Policy effective dating Import labor distribution data End of period processing Data exports Timesheet vs. pay frequency WorkForce Software info@workforcesoftware.com workforcesoftware.com 49
EXTA150 Employee Essentials Learn EmpCenter navigation fundamentals and employee functions related to reporting time, activities, and absences in the system. Experience the EmpCenter system from the employee s perspective. Audience Prerequisites Duration Delivery Employees who will use EmpCenter as well as company trainers, human resources, payroll, and managers responsible for managing or supervising employees who will use EmpCenter None 1.5 hours Online Introduction to the employee dashboard Enter data on a timesheet Request time off View pay results View time off bank balances Address timesheet exceptions and changes Run reports to look at your personal timesheet data EXTA171 WebClock Time Entry Basics In this course, attendees learn the basic features of the WebClock, including how to log in and out and transfer between assignments. Audience Prerequisites Duration Delivery Employees who will use WebClock and managers or timekeepers who will approve timesheets for employees who use WebClock EXTA150 8 minutes Online WebClock features WebClock transfers WorkForce Software info@workforcesoftware.com workforcesoftware.com 50
TA177 EmpCenter 4000 Time Entry Basics In this course, attendees learn key features of the EmpCenter 4000 and steps for performing common functions on the terminal, including how to punch in and out, transfer departments, and leave for and return from meal breaks. Audience Employees who will use the EmpCenter 4000 Prerequisites None Duration 8 minutes Delivery Online Feature overview Transfer overview Meal break overview EXTA250 Manager Essentials Become acquainted with EmpCenter from the manager's perspective to learn functions and workflow related to managing employees. Audience Prerequisites Duration Delivery Company trainers, human resources, payroll, and managers who will use EmpCenter to manage other employees EXTA150 ¾ hour Online Introduction to the manager dashboard Learn how to approve and decline employee time off requests Learn how to modify, approve, recall, and amend employee timesheets Use EmpCenter's group time entry screen Manage timesheet exceptions Delegate manager functions to another user Run reports to view and analyze employee timesheet data WorkForce Software info@workforcesoftware.com workforcesoftware.com 51
EXTA300 Period End Essentials This course guides payroll staff through the tasks needed to generate period end data. Audience Human resources or payroll personnel responsible for end of period timesheet processing tasks Prerequisites EXTA150 EXTA250 Duration Delivery 30 minutes Online Introduction to the period end dashboard End of period processing workflow Lock and calculate Export data Close timesheets Advance the pay period Processing off-cycle jobs EXTA350 Administrator Essentials This course guides time and attendance administrators through the EmpCenter workflow and other day-to-day administrative tasks. Audience Human resources or payroll personnel responsible for EmpCenter administration Prerequisites EXTA150 EXTA250 Duration Delivery 30 minutes Online Introduction to the administrator s dashboard Create schedules for automated tasks Maintain calendars for holidays and other special dates Reset passwords Edit employee information Import and export data Maintain accrual banks WorkForce Software info@workforcesoftware.com workforcesoftware.com 52
Run tasks to update system data Perform server administration tasks EXTA412 Schedules Templates and Cycles In this course, attendees learn how to create and assign basic, complex, and cycle schedule templates. Audience Prerequisites Duration Delivery Administrators responsible for maintaining EmpCenter EXTA350 45 minutes Online Basic schedules Complex schedules Schedule cycles WorkForce Software info@workforcesoftware.com workforcesoftware.com 53